Mary Atkinson

Senior Vice President at Founders Wealth Management and Planning - Saint Augustine, FL, US

Mary Atkinson's Contact Details
HQ
904-825-0422
Location
Saint Augustine, Florida, Estados Unidos
Company
Founders Wealth Management and Planning
Mary Atkinson's Company Details
Founders Wealth Management and Planning logo, Founders Wealth Management and Planning contact details

Founders Wealth Management and Planning

Saint Augustine, FL, US • 5 - 9 Employees
Financial Services

We offer private wealth and investment services with a focus on disciplined risk management and preservation of capital. We do NOT provide one size fits all portfolios. Our services are exclusively tailored to the needs of you and your family. We work every day with our clients to help them achieve their objectives and provide the advice and confidence needed so that they can live life fully. Dedicated to PROACTIVE client service and communication, we offer a written, signed Commitment To Service. We invite you to explore the benefits of a private wealth management firm that believes this country's investors want and deserve unbiased advice and highly personalized service. We are steadfast in acting as a fiduciary to all of our clients. Our Custom Wealth Management Strategies: We actively coordinate on your behalf with your trusted CPA and Estate Attorney to thoroughly serve your individual situation through: Trust & Estate Coordination, Retirement Planning & Management, Custom Investment Management, Risk Management, Charitable Giving & Foundation Consulting, Tax Coordination & Minimization, Financial Planning, Family Legacy Planning Investment Advisor Representative of Spire Wealth Management, LLC. Advisory Services offered through Spire Wealth Management, LLC, a Federally Registered Investment Advisor. Securities offered through an affiliate, Spire Securities, LLC, Member FINRA/SIPC.

Trust & Estate Coordination Retirement Planning & Management Custom Investment Management Risk Management Charitable Giving & Foundation Consulting Tax Coordination & Minimization Financial Planning Family Legacy Planning wealth management investing Trust & Estate Coordination Retirement Planning & Management Charitable Giving & Foundation Consulting Tax Coordination & Minimization Financial Services Financial Advisory Services
Details about Founders Wealth Management and Planning
Frequently Asked Questions about Mary Atkinson
Mary Atkinson currently works for Founders Wealth Management and Planning.
Mary Atkinson's role at Founders Wealth Management and Planning is Senior Vice President.
Mary Atkinson's email address is ***@schrumpw.com. To view Mary Atkinson's full email address, please signup to ConnectPlex.
Mary Atkinson works in the Financial Services industry.
Mary Atkinson's colleagues at Founders Wealth Management and Planning are Eric Schrum, Owen Schrum and others.
Mary Atkinson's phone number is 904-825-0422
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